Planned gifts have long been an important source of philanthropic support for The Philadelphia Orchestra. Every season the Orchestra benefits from the foresight and generosity of donors who arranged bequests and other forms of planned gifts.
There are numerous types of planned gifts you can arrange to support the Orchestra. Some of the most popular forms of remembering the Orchestra include:
Naming the Orchestra as a charitable beneficiary through your will is the most popular and simplest form of planned gift. You may either designate a portion of your estate or a specific dollar amount as a gift to the Orchestra. Find general information about making a bequest to support the Orchestra here.
Charitable Gift Annuities
Establishing a Charitable Gift Annuity (CGA) with the Orchestra is easy to do and provides you with an income stream while ultimately supporting the Orchestra’s permanent Endowment Fund. Request an illustration for how a CGA could benefit you and the Orchestra.
Naming the Orchestra as a beneficiary of your Individual Retirement Account (IRA), 401(k), Donor Advised Fund, or life insurance policy is very easy to arrange. Simply fill out a designated beneficiary form through your employer or your plan administrator. Most banks and financial services firms also have beneficiary forms, or they can provide you with suggested language for naming beneficiaries to these accounts.
Frances Anne Wister Society
All individuals who make a planned gift to The Philadelphia Orchestra are given the opportunity to be recognized as members of the Frances Anne Wister Society. Wister Society members are recognized on a special page in each Playbill program and receive an invitation to an annual celebration event.
Have you already made a Planned Gift?
Complete our confidential planned gift intention form if you have already arranged a planned gift to support The Philadelphia Orchestra but have not yet notified us. We welcome the opportunity to assist you and your advisors in planning a gift that suits your individual needs. Please contact Mitch Bassion, Assistant Vice President of Development, by phone at 215.893.1811 or by e-mail at [email protected].